PR in Scotland for financial planners

The Bo’ness-based firm secured a feature in the Scotsman’s Smart Money pages, after offering their top 10 tips on how to get the best advice when planning an investment.

Director Graeme Inglis detailed a checklist of advice for prospective investors to follow when seeking services from a financial planner – including asking about up-front fees and checking whether their adviser has chartered status or not. He also advised would-be investors to check whether their advisor offers any kind of money-back performance guarantee if their advice or products do not bear dividends.